Requirement: I’m currently trying to build a workflow that will allow me to set the Class field as mandatory on Journal Entry lines. However, under the Set Field Mandatory parameters, the only Sublist available is “Items”, so I am unable to identify the accurate field which I need mandatory. Is there a workaround for this,… Continue reading Set Field Mandatory Action on for Journal Entries Lines
Tag: workflow
Dew Diamonds Web Application Workflow
PD Order Creation & Approval A new PD order is created in the system. The Sales Supervisor reviews and approves the order. Once approved, the order moves to the Sketch Phase. 2. Sketch Creation & Approval Employees (Designers) create the Sketches based on the PD order. Once the sketches are completed, they are submitted for… Continue reading Dew Diamonds Web Application Workflow
Identifying Field Names in Suiteflow
This article tackles a situation in which a user is configuring a workflow and need to ensure that the fields in the dropdown lists match the fields in the NetSuite UI for consistency. However, the user noticed that some field names in the dropdown lists are different from those in the NetSuite UI. For example,… Continue reading Identifying Field Names in Suiteflow
Localization Context in Workflow
Localization context refers to the background information required to properly localize a product or specific aspects of NetSuite. In NetSuite, the localization context helps determine which workflow or script should be executed for a particular customer. The region of a customer can be specified in the Localization Context field within the workflow. For example, this… Continue reading Localization Context in Workflow
Unexpected error in downloading workflow xml
The error causing because any action or transition condition is referring to a null value. It will give on formula typo. Example, if we add a formula as like the below will cause the issue: a!=!=12 this is one of the reasons recently found and resolved by taking NetSuite support.
Add variable to Sales Order / Invoice memo field
REQUIREMENT Is it possible to add a variable field to the Sales Order / Invoice Memo field? We create Sales Orders that cover monthly billing for an annual support contract. Each month, when we create the Next Bill, we have to update the Memo field to reflect the current month. Is there a way to… Continue reading Add variable to Sales Order / Invoice memo field
Quote | Workflow | Sales Rep Location
REQUIREMENT: Below is snapshot from a Quote. Wherein Yellow Item is an Inventory Item selected at a preferred Location. And the Red Item is a Non Inventory Item which gets to be automatically added via Workflow when somebody saves the Quote. Now the problem is, Red Item is defaulting to whatever is selected on Item… Continue reading Quote | Workflow | Sales Rep Location
Confirm message in workflow on custom button via workflow – before user submit
Requirement: Trying unsuccessfully to create a journal entry workflow that once you click on a customized button (reject) a message will pop in case the user didn’t fill in the rejection reason field (customized field). Solution: Unfortunately, the Confirm Action does not work on Customized Buttons. This is because it uses the Before User Submit trigger. Which executes after a user… Continue reading Confirm message in workflow on custom button via workflow – before user submit
Show Warning Message Before Saving a Record Using Confirm Action via Workflow
Scenario This is a sample article on how user can return a Warning/Pop-up message before saving a Item record. Sample Scenario: Return a warning message before saving Item record if Display in Webstore checkbox is checked. Solution Navigate to Customization > Workflow > Workflows > New Basic Information: Name: Enter Show Warning Message Record Type:… Continue reading Show Warning Message Before Saving a Record Using Confirm Action via Workflow
Variables in Workflow
To access the internal ID or any fields of a record connected to a workflow, simply enclose the field ID within curly braces {}. This will retrieve the desired information. For example, if a customer record has been created and you need to use the internal ID in a “send email” action, referencing the internal… Continue reading Variables in Workflow